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iShares US Basic Materials ETF
IYM

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in iShares US Basic Materials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
54
Reduced
63
Closed
23
Calls
$2.4M
Puts
$745K
Net Calls
+$1.65M
Net Calls Change
+$418K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$14.6M
2
CCFM
2
Clear Creek Financial Management
Washington
$9.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$6.6M
4
RIG
4
Ramiah Investment Group
Wisconsin
$5.61M
5
Bank of America
5
Bank of America
North Carolina
$44.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.35M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.38M
3
PAG
3
Private Advisor Group
New Jersey
$418K
4
SFI
4
SPC Financial Inc
Maryland
$17M
5
Morgan Stanley
5
Morgan Stanley
New York
$39.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SW
51
SVB Wealth
Massachusetts
$1.19M 8,981 – –
KM
52
Kalos Management
Georgia
$1.15M 8,659 +151 +2%
HIS
53
Harvest Investment Services
Illinois
$1.06M 7,943 +6,362 +402%
BCV
54
Banque Cantonale Vaudoise
Switzerland
$1.05M 7,900 – –
NWA
55
Navis Wealth Advisors
New York
$1.03M 7,758 +31 +0.4%
CA
56
Cetera Advisors
Colorado
$1.02M 7,642 -26 -0.3%
FHC
57
First Heartland Consultants
Missouri
$924K 6,946 -2,667 -28%
Jane Street
58
Jane Street
New York
$901K 6,769 +4,597 +212%
PCP
59
Proficio Capital Partners
Massachusetts
$889K 6,680 – –
DL
60
DOHJ LLC
Washington
$855K 6,428 +1,774 +38%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$833K 6,264 -50 -0.8%
RGC
62
Roberts, Glore & Co
Illinois
$832K 6,253 -50 -0.8%
NF
63
Nikulski Financial
Iowa
$820K 6,164 +850 +16%
SFPG
64
Stonebridge Financial Planning Group
Florida
$755K 5,671 -2,291 -29%
SB
65
Simmons Bank
Arkansas
$716K 5,383 – –
CCA
66
Cottonwood Capital Advisors
Utah
$710K 5,339 +600 +13%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$707K 5,308 -612 -10%
KAS
68
Kestra Advisory Services
Texas
$685K 5,149 -2,405 -32%
MSAM
69
Moloney Securities Asset Management
Missouri
$683K 5,134 +145 +3%
BCA
70
Bray Capital Advisors
Florida
$643K 4,835 -815 -14%
MWM
71
Mattern Wealth Management
Kansas
$639K 4,805 -110 -2%
IFS
72
Ifrah Financial Services
Arkansas
$625K 4,698 -27 -0.6%
BWP
73
Balboa Wealth Partners
Arizona
$612K 4,603 +4,603 New
Prudential Financial
74
Prudential Financial
New Jersey
$603K 4,532 -530 -10%
HighTower Advisors
75
HighTower Advisors
Illinois
$601K 4,523 +349 +8%
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3
4 5